TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
This Quarter Est. Return
1 Year Est. Return
+25.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.36M
3
+$5.62M
4
PH icon
Parker-Hannifin
PH
+$5.15M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.03%
2 Financials 9.23%
3 Industrials 4.94%
4 Communication Services 4.53%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1K ﹤0.01%
+31
802
$1K ﹤0.01%
+500
803
$1K ﹤0.01%
+100
804
$1K ﹤0.01%
+80
805
$1K ﹤0.01%
+14
806
$1K ﹤0.01%
+30
807
$1K ﹤0.01%
+153
808
$1K ﹤0.01%
+50
809
$1K ﹤0.01%
+23
810
$1K ﹤0.01%
+7
811
$1K ﹤0.01%
+93
812
$1K ﹤0.01%
+16
813
$1K ﹤0.01%
+488
814
$1K ﹤0.01%
+1,000
815
$1K ﹤0.01%
+26
816
$1K ﹤0.01%
+324
817
$1K ﹤0.01%
+144
818
$1K ﹤0.01%
+15
819
$1K ﹤0.01%
+11
820
$1K ﹤0.01%
+69
821
$1K ﹤0.01%
+49
822
$1K ﹤0.01%
+27
823
$1K ﹤0.01%
+25
824
$1K ﹤0.01%
+17
825
$1K ﹤0.01%
+400
31 32
33
34 35